SVNCapital
Recently, I was invited to speak to the undergrad students at the Business-School (Collett School of Business) of the University of Alabama (UAB) at Birmingham. Like most kids of their age, these 20-somethings were trying to figure out a career path after graduation. And so, after a brief presentation followed by a robust Q&A session, as I was preparing to head back to my room, a few students started peppering me with questions: some questions were about investing, some about investment banking, and others about my career to this point. Q3 2022 hedge fund letters, conferences and more One part...
ValueWalk
SVN Capital Fund’s letter for the year ended December 31, 2021, discussing their new position in Dino Polska SA (WSE:DNP) and a short attack on Evolution AB (STO:EVO). Q3 2021 hedge fund letters, conferences and more Dear Partner, SVN Capital Fund’s portfolio returned +23.60% gross and +21.09% net of all fees (subject to audit) for the year 2021. Your return will be different depending upon when you invested. In the following pages, I will walk you through changes to the portfolio (which are not significant), the portfolio composition and description of high-quality businesses, a short attack ...
ValueWalk
SVN Capital commentary for the month of February 2021, titled, “Is the Stock Market Overvalued?” Q4 2020 hedge fund letters, conferences and more My septuagenarian uncle called me recently to talk about how poorly the pandemic-stricken economy was faring. He thundered, "The stock market has come unglued from fundamentals. With more than 10 million people unemployed, the economy's heart is barely beating, but you won't notice it if you look at Wall Street!" He flung his allegation at me as if I were personally responsible for the economy and stock market's divergent paths. Although my investmen...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses the opportunities he sees in Poland, when does he sell, lessons he learned during the period of lockdown, and his favourite books and hobbies. Transcript continues. Q3 2020 hedge fund letters, conferences and more Wow. And then last one, you mentioned Poland. So I just want to know what kind of opportunities you are seeing in Poland. And then if you can go more over into an overview of why Poland in general is?Sure. So if I know, let me go from the reverse. Why is P...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his one person investment team, the fee structure, his idea generation process, the quantitative standpoint of his investments, evaluating the company’s culture, and his thoughts on the long term risk free rate. Transcript continues.Q3 2020 hedge fund letters, conferences and moreAnd in the future, as you grow, do you ever envision yourself having a big investment team beyond your beyond the one person?I would hope not, I have bought [inaudible] Willow Oak, you know...
ValueWalk
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